FNArena Talks | Apr 28 2014
The label of "defensive" or "safe haven" is too often and too easily applied when it comes to healthcare stocks in Australia, explained FNArena Editor Rudi Filapek-Vandyck to host Peter Switzer. His research into All-Weather Stocks has revealed only three healthcare stocks are genuinely a member of the select few, and all three are facing some specific issues right now.
Confusion starts by applying the same label of "healthcare" for a sector that essentially consists of exporters of services and technology, above market PEs, government regulations, currency impacts, manufacturers of high-tech devices and changing dynamics in the competitive landscape.
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